LMGAM
SHYG icon

Liberty Mutual Group Asset Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Liberty Mutual Group Asset Management’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,070,354
Closed -$128M – 122
2023
Q1 		$128M Buy
+3,070,354
New +$127M 29.02% 1

Other funds holding SHYG

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Liberty Mutual Group Asset Management's SHYG Position: Q2 2023 in Review

Liberty Mutual Group Asset Management sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q2 2023, closing a stake of 3,070,354 shares — an estimated $128M sold.

Liberty Mutual Group Asset Management first reported a position in SHYG in Q1 2023 and held it in 1 quarter. The position peaked at $128M in Q1 2023. 490 funds tracked by Wall St. Rank hold SHYG as of Q2 2023.

  • Liberty Mutual Group Asset Management reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 3,070,354 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q2 2023, an estimated $128M.
  • Liberty Mutual Group Asset Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q1 2023 and held it in 1 quarter.
  • Liberty Mutual Group Asset Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $128M in Q1 2023.
  • 490 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q2 2023.

Based on Liberty Mutual Group Asset Management's 13F filing for Q2 2023, filed 11 Aug 2023.